Invera Wealth Advisors, LLC Ishares Esg Advanced Msci Em E Transaction History

Invera Wealth Advisors, LLC

$80.5 Million
Q1 2025

A detailed history of Invera Wealth Advisors, LLC transactions in Ishares Esg Advanced Msci Em E stock. As of the latest transaction made, Invera Wealth Advisors, LLC holds 112,737 shares of EMXF stock, worth $4.91 Million. This represents 5.35% of its overall portfolio holdings.

Number of Shares

112,737

Previous 115,140 2.09%

Holding current value

$4.91 Million

Previous $4.29 Million 0.47%

% of portfolio

5.35%

Previous 4.65%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 02, 2025	SELL	$36.46 - $39.46 $87,613 - $94,822	-2,403 Reduced 2.09%	112,737 $4.31 Million
Q4 2024 Feb 03, 2025	BUY	$37.27 - $41.46 $75,732 - $84,246	2,032 Added 1.8%	115,140 $4.29 Million
Q3 2024 Nov 12, 2024	BUY	$35.28 - $41.16 $66,114 - $77,133	1,874 Added 1.68%	113,108 $4.58 Million
Q2 2024 Aug 06, 2024	BUY	$34.32 - $38.07 $67,301 - $74,655	1,961 Added 1.79%	111,234 $4.08 Million
Q1 2024 Apr 22, 2024	BUY	$33.4 - $36.22 $279,992 - $303,632	8,383 Added 8.31%	109,273 $3.89 Million
Q4 2023 Apr 22, 2024	SELL	$32.75 - $35.56 $274,543 - $298,099	-8,383 Reduced 7.67%	100,890 $3.58 Billion
Q4 2023 Jan 16, 2024	BUY	$32.75 - $35.56 $3.3 Million - $3.59 Million	100,890 New	100,890 $3.58 Million

Others Institutions Holding EMXF

# of Institutions

Shares Held

941K

Call Options Held

Put Options Held

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About ISHARES ESG ADVANCED MSCI EM E

Ticker EMXF
Sector ETFs
Industry ETFs

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Invera Wealth Advisors, LLC Ishares Esg Advanced Msci Em E Transaction History